Industries · Professional services
Less administrative time, more time on the client matter.
A consulting, law or engineering firm spends considerable time preparing files, finding information and following up on correspondence. Automation takes over this preparation; analysis and professional decisions remain human.
- Systems
- Case management, CRM, e-mail, document repositories.
- Stays human
- Analysis, advice, any professional conclusion.
Common friction points
What comes up again and again in a firm.
Opening an engagement
Collecting initial documents and sending reminders.
Internal search
Precedents and templates that are hard to find.
Shared inbox
A high volume of requests to sort and assign.
Briefings
Preparing files before each meeting.
Possible workflows
Concrete automations for a firm.
Examples of capabilities, not client references.
Document collection for a new engagement
The documents requested from a new client are tracked, with reminders for missing items.
Search in internal files
Find a precedent, a document template or an internal reference, with the source cited.
Sorting the shared inbox
Incoming requests are classified and assigned before a reply.
Case summary
A first structured summary is prepared before the meeting, to be checked by the professional in charge.
Privacy
A central issue for these professions.
Professional secrecy and the confidentiality of client files often point towards a private architecture rather than a simple call to an external service. Permissions can be defined by file, by team or by partner.
Our limits
No AI-generated professional advice.
- No legal, accounting or technical opinion produced without human review.
- No access to a file outside the authorised scope.
- No promise of confidentiality without a verified architecture.
Frequently asked questions
Professional services.
Does the AI write opinions or conclusions?
No. It prepares summaries and finds information; analysis and decisions remain those of the professional.
Is the confidentiality of client files compatible with AI?
It depends on the architecture. A private or local AI greatly limits data exposure; the framework is defined according to your obligations.
Can access be restricted by file or by partner?
Yes. Permissions are defined at file or team level, not globally.
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